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JPMorgan Chase
JPM

Overview Fund Activity

3,960 hedge funds and large institutions have $362B invested in JPMorgan Chase in 2023 Q4 according to their latest regulatory filings, with 447 funds opening new positions, 1,564 increasing their positions, 1,631 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,960
Holders Change
+282
Holders Change %
+7.67%
% of All Funds
58.06%
Holding in Top 10
636
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+25.2%
% of All Funds
9.33%
New
447
Increased
1,564
Reduced
1,631
Closed
102
Calls
$8.1B
Puts
$10.4B
Net Calls
-$2.29B
Net Calls Change
-$287M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.1B
2
State Street
2
State Street
Massachusetts
$21.3B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.95B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.46B
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$512M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$5.83B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$6.74B
3
Bank of America
3
Bank of America
North Carolina
$8.69B
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$1.77B
5
Millennium Management
5
Millennium Management
New York
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
4001
BigSur Wealth Management
Florida
– -$2.22M -15,303 Closed
STC
4002
Sarah T. Connolly
– -$1.95M -13,415 Closed
RAM
4003
Readystate Asset Management
Illinois
– -$1.8M -12,430 Closed
LIP
4004
Lighthouse Investment Partners
Florida
– -$1.76M -12,162 Closed
AC
4005
AXQ Capital
New Jersey
– -$1.65M -11,400 Closed
BS
4006
Bessemer Securities
New York
– -$1.62M -11,170 Closed
NG
4007
NWK Group
California
– -$1.56M -10,791 Closed
WAM
4008
Wolverine Asset Management
Illinois
– -$1.54M -10,614 Closed
TC
4009
Taika Capital
Florida
– -$1.5M -10,320 Closed
CCI
4010
Credit Capital Investments
New Jersey
– -$1.49M -10,300 Closed
EPM
4011
Equitec Proprietary Markets
Illinois
– -$1.41M -9,700 Closed
LC
4012
Lavaca Capital
Texas
– -$1.39M -9,572 Closed
GSWM
4013
Greenup Street Wealth Management
Michigan
– -$1.35M -9,310 Closed
SC
4014
Savoie Capital
Illinois
– -$1.32M -9,084 Closed
MCAI
4015
Members Capital Advisors Inc
Wisconsin
– -$1.3M -8,940 Closed
PP
4016
PDT Partners
New York
– -$1.17M -8,050 Closed
LFM
4017
Lumina Fund Management
New York
– -$1.09M -7,500 Closed
MMC
4018
Mizuho Markets Cayman
Cayman Islands
– -$1.05M -7,211 Closed
PA
4019
Paragon Advisors
Texas
– -$983K -6,780 Closed
TC
4020
TwinBeech Capital
New York
– -$642K -4,424 Closed
PFC
4021
Phocas Financial Corp
California
– -$586K -4,041 Closed
CAIMH
4022
Central Asset Investments & Management Holdings
Hong Kong
– -$566K -3,900 Closed
BA
4023
Bridge Advisory
California
– -$548K -3,778 Closed
GCM
4024
Goldstream Capital Management
Hong Kong
– -$530K -3,656 Closed
SCP
4025
Syntal Capital Partners
Texas
– -$526K -3,625 Closed
159 160
161
162 163